LRI Investments

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

860

Total plan assets

$60.2M

Filings (rows)

Direct comp

$78K

Indirect comp

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
William Raveis Real Estate, Inc. William Raveis Employees Savings & Retirement · all filings	SHELTON, CT	Advisor / Consultant	392	$34.8M	$34K	$0
Pennswood Village Pennswood Village 403(b) Plan · all filings	NEWTOWN, PA	Other service providers	428	$20.8M	$38K	$0
Haynes Group Inc. Haynes Group Incorporated 401(k) Profit Sharing Plan · all filings	OXFORD, CT	Other service providers	40	$4.7M	$6K	$0